| MORGAN STANLEY | $783.8M | 0.05% |
| WELLS FARGO & COMPANY/MN | $590.5M | 0.11% |
| FMR LLC | $462.9M | 0.02% |
| BANK OF AMERICA CORP /DE/ | $363.5M | 0.03% |
| SHERMAN PORFOLIOS, LLC | $227.0M | 17.41% |
| GOLDMAN SACHS GROUP INC | $217.6M | 0.02% |
| UBS Group AG | $209.9M | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | $197.4M | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | $194.6M | 0.11% |
| RAYMOND JAMES FINANCIAL INC | $148.7M | 0.05% |
| LPL Financial LLC | $144.2M | 0.04% |
| Financial Engines Advisors L.L.C. | $123.9M | 0.25% |
| D.A. DAVIDSON & CO. | $123.4M | 0.75% |
| NORTHERN TRUST CORP | $113.1M | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $111.7M | 0.07% |
| USA FINANCIAL FORMULAS | $104.8M | 19.76% |
| Bank of New York Mellon Corp | $95.5M | 0.02% |
| AMERIPRISE FINANCIAL INC | $95.2M | 0.02% |
| JPMORGAN CHASE & CO | $87.8M | 0.01% |
| MAI Capital Management | $72.7M | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | $59.5M | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | $56.8M | 0.03% |
| KEYBANK NATIONAL ASSOCIATION/OH | $56.2M | 0.21% |
| ROYAL BANK OF CANADA | $55.5M | 0.01% |
| HighTower Advisors, LLC | $54.2M | 0.06% |
| Cerity Partners LLC | $53.4M | 0.08% |
| Modern Wealth Management, LLC | $50.0M | 0.86% |
| Joel Isaacson & Co., LLC | $49.9M | 1.65% |
| BOKF, NA | $48.6M | 0.74% |
| BANK OF MONTREAL /CAN/ | $47.6M | 0.02% |
| Willis Johnson & Associates, Inc. | $46.7M | 2.72% |
| REGIONS FINANCIAL CORP | $46.5M | 0.30% |
| Focus Partners Wealth | $45.6M | 0.05% |
| MIDLAND WEALTH ADVISORS, LLC | $41.5M | 2.14% |
| TRUIST FINANCIAL CORP | $39.0M | 0.05% |
| Moment Partners, LLC | $38.4M | 6.86% |
| CAPTRUST FINANCIAL ADVISORS | $37.5M | 0.07% |
| Wilmington Savings Fund Society, FSB | $37.0M | 0.88% |
| Mariner, LLC | $32.4M | 0.04% |
| Lido Advisors, LLC | $31.0M | 0.09% |
| Steward Partners Investment Advisory, LLC | $30.8M | 0.16% |
| FIFTH THIRD BANCORP | $29.7M | 0.05% |
| Rockefeller Capital Management L.P. | $28.2M | 0.05% |
| Savant Capital, LLC | $26.1M | 0.13% |
| COURIER CAPITAL LLC | $25.8M | 1.44% |
| Baird Financial Group, Inc. | $24.8M | 0.04% |
| Cetera Investment Advisers | $23.3M | 0.02% |
| AlphaCore Capital LLC | $21.8M | 0.52% |
| Capital Advisors, Ltd. LLC | $21.4M | 2.43% |
| Cassaday & Co Wealth Management LLC | $21.4M | 0.45% |
| Hudson Capital Management LLC | $20.7M | 5.36% |
| Creative Planning | $20.6M | 0.01% |
| Atlantic Union Bankshares Corp | $19.6M | 0.38% |
| Argent Trust Co | $19.4M | 0.66% |
| STIFEL FINANCIAL CORP | $19.1M | 0.02% |
| Sterling Financial Planning, Inc. | $18.7M | 5.53% |
| INSPIRION WEALTH ADVISORS, LLC | $18.4M | 2.29% |
| Kestra Advisory Services, LLC | $18.1M | 0.07% |
| Arax Advisory Partners | $17.9M | 0.50% |
| Salomon & Ludwin, LLC | $17.8M | 1.59% |
| Cullen/Frost Bankers, Inc. | $16.6M | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.5M | 0.00% |
| OSAIC HOLDINGS, INC. | $16.4M | 0.02% |
| Texas Yale Capital Corp. | $16.0M | 0.45% |
| Integrated Wealth Concepts LLC | $15.8M | 0.13% |
| 1834 INVESTMENT ADVISORS CO | $15.3M | 1.90% |
| CoreCap Advisors, LLC | $14.7M | 0.50% |
| Waverly Advisors, LLC | $14.7M | 0.11% |
| Cambridge Investment Research Advisors, Inc. | $14.3M | 0.04% |
| Ifrah Financial Services, Inc. | $14.2M | 3.74% |
| GHP Investment Advisors, Inc. | $14.1M | 0.58% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $13.3M | 0.10% |
| CENTAURUS FINANCIAL, INC. | $12.3M | 0.58% |
| FIRST MERCHANTS CORP | $12.2M | 0.46% |
| PW Nova Financial Services LLC | $12.0M | 3.01% |
| Equitable Holdings, Inc. | $11.5M | 0.07% |
| AlTi Global, Inc. | $11.4M | 0.25% |
| HUNTINGTON NATIONAL BANK | $10.6M | 0.06% |
| US BANCORP \DE\ | $10.3M | 0.01% |
| Ashton Thomas Private Wealth, LLC | $10.3M | 0.24% |
| White Pine Investment CO | $10.2M | 2.37% |
| HSBC HOLDINGS PLC | $10.2M | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | $10.1M | 0.23% |
| DDFG, Inc | $10.1M | 2.17% |
| Private Advisor Group, LLC | $10.0M | 0.05% |
| JFS WEALTH ADVISORS, LLC | $9.4M | 0.53% |
| Broadview Financial Management, LLC | $9.3M | 6.37% |
| Associated Banc-Corp | $8.8M | 0.23% |
| Sanctuary Advisors, LLC | $8.6M | 0.05% |
| Bryn Mawr Trust Advisors, LLC | $8.4M | 0.41% |
| OFS Enterprise LLC | $8.3M | 2.43% |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | $8.0M | 1.16% |
| SOA Wealth Advisors, LLC. | $7.9M | 1.50% |
| Callan Family Office, LLC | $7.9M | 0.18% |
| Mill Creek Capital Advisors, LLC | $7.8M | 0.16% |
| Rodgers & Associates, LTD | $7.8M | 0.79% |
| First Citizens Financial Corp | $7.4M | 3.49% |
| Heritage Trust Co | $7.4M | 0.74% |
| Denver PWM, LLC | $7.4M | 2.53% |
| GREENLEAF TRUST | $7.2M | 0.07% |
| Mechanics Bank Trust Department | $7.2M | 0.99% |
| Independent Advisor Alliance | $7.1M | 0.08% |
| Arkadios Wealth Advisors | $7.0M | 0.11% |
| Farther Finance Advisors, LLC | $6.9M | 0.07% |
| HB Wealth Management, LLC | $6.8M | 0.04% |
| Goelzer Investment Management, Inc. | $6.8M | 0.33% |
| Independence Financial Advisors, LLC | $6.7M | 2.02% |
| Ausdal Financial Partners, Inc. | $6.7M | 0.30% |
| MERCER GLOBAL ADVISORS INC /ADV | $6.6M | 0.01% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $6.5M | 0.85% |
| JNBA Financial Advisors | $6.4M | 0.53% |
| Centerpoint Advisors, LLC | $6.3M | 2.04% |
| InvesTrust | $6.1M | 2.55% |
| Guidance Point Advisors, LLC | $6.0M | 1.42% |
| World Investment Advisors | $5.9M | 0.10% |
| Sunbelt Securities, Inc. | $5.8M | 0.37% |
| Asset Management Group, Inc. | $5.8M | 0.93% |
| Causey Wealth LLC | $5.7M | 2.43% |
| &PARTNERS | $5.6M | 0.03% |
| EP Wealth Advisors, LLC | $5.5M | 0.03% |
| COLDSTREAM CAPITAL MANAGEMENT INC | $5.4M | 0.07% |
| Merit Financial Group, LLC | $5.3M | 0.04% |
| NewEdge Wealth, LLC | $5.3M | 0.06% |
| Berman McAleer LLC | $5.2M | 0.71% |
| Corient Private Wealth LLC | $5.2M | 0.01% |
| Integrated Advisors Network LLC | $5.0M | 0.26% |
| TRITONPOINT WEALTH, LLC | $5.0M | 0.54% |
| BECKER CAPITAL MANAGEMENT INC | $5.0M | 0.15% |
| M&T Bank Corp | $5.0M | 0.02% |
| CITIZENS FINANCIAL GROUP INC/RI | $4.9M | 0.07% |
| Janney Montgomery Scott LLC | $4.9M | 0.01% |
| FULTON BREAKEFIELD BROENNIMAN LLC | $4.9M | 0.32% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.8M | 0.09% |
| Soltis Investment Advisors LLC | $4.6M | 0.29% |
| Brightwater Advisory LLC | $4.5M | 2.97% |
| Perkins Coie Trust Co | $4.5M | 0.86% |
| Circle Wealth Management, LLC | $4.4M | 0.06% |
| Neumann Capital Management, LLC | $4.4M | 1.30% |
| Net Worth Advisory Group | $4.4M | 0.90% |
| BKM Wealth Management, LLC | $4.3M | 1.58% |
| CITIGROUP INC | $4.3M | 0.00% |
| HANCOCK WHITNEY CORP | $4.2M | 0.07% |
| JMAC ENTERPRISES LLC | $4.2M | 0.81% |
| Pinnacle Financial Partners, Inc. | $4.2M | 0.03% |
| CFS Investment Advisory Services, LLC | $4.1M | 0.28% |
| MML INVESTORS SERVICES, LLC | $4.0M | 0.01% |
| UMB Bank, n.a. | $4.0M | 0.06% |
| NATIXIS ADVISORS, LLC | $3.9M | 0.01% |
| Idaho Trust Co | $3.9M | 1.27% |
| Triangle Securities Wealth Management | $3.9M | 0.88% |